Business Development Representative- Insurance

Ubiquity Retirement + Savings® has a simple mission: to empower small businesses and their employees to create a more secure financial future by leveraging technology with affordable retirement solutions and world-class customer support.

For over 23 years, we have helped workers save more than $3 billion toward their retirement and opened 401(k) plans for 10,000+ small businesses—pioneering a transparent, flat-fee experience. Our tenured team are retirement experts and future-you champions.

Ubiquity is known for our unique and thriving company culture, our ongoing investment in our employees, and for providing a clear career path for your future. We average a 65 eNPS each quarter and our Glassdoor reviews reflect our focus on you. Do more here and make more of a difference to small businesses everywhere!

We value accountability, collaboration, and transparency. Proudly one of the Best Places to Work and Entrepreneur Magazine's Top 150 Company Cultures, we take what we do seriously and always strive to be happy at work. Our four company values and our motto “Freedom with Accountability” guide the way we work to support our mission.

Learn more about our values: https://www.myubiquity.com/about/

See us in the news:  https://www.linkedin.com/company/ubiquity-retirement-savings

Find out what our employees think: https://www.glassdoor.com/Reviews/Ubiquity-Retirement-Savings-Reviews-E101757.htm

Watch the documentary we produced about the challenges Americans face in saving for their futures. Broken Eggs: The Looming Retirement Crisis in America: https://www.youtube.com/watch?v=kmtjJVC_niI

We are a growing company that wants you to be a part of our success!

The Business Development Representative (BDR) will support Ubiquity’s business growth strategies by taking a proactive and energetic approach to business development initiatives. We are seeking a dynamic Business Development Representative (BDR) to drive partnerships with insurance brokers and agencies, focusing on promoting 401(k) solutions tailored for SMBs. The ideal candidate will excel in building relationships, identifying sales opportunities, and educating partners on the value of our offerings to help grow their business. The ideal candidate will excel in building relationships, identifying sales opportunities, and educating partners on the value of our offerings to help grow their business. 

Core Responsibilities

• Prospect and engage with insurance brokers and agencies to create 401(k) partnership opportunities.
• Educate partners on SMB-focused 401(k) solutions, highlighting their competitive advantages.
• Develop and execute strategies to meet and exceed sales targets.
• Build lasting relationships to drive long-term success and revenue growth.
• Design and implement a sales strategy to engage and establish referral relationships with distribution partners
• Lead the entire sales process from prospecting to contract execution
• Implement marketing plans and programs in support of business plans/objectives
• Proactively identify and resolve emerging issues and offer solutions by working cross-functionally with Sales, Marketing, Legal and Finance
• Achieve or exceed assigned sales targets
• Bring an energetic, positive attitude every day

Competencies

Skills: A background in insurance or other regulated industries. Proven success in sales or business development, preferably in the financial services or insurance industry.

Client Service: Keeps internal and external clients in mind at all times. Proactively addresses client concerns and provides effective resolutions

Integrity: Takes personal responsibility for the quality, accuracy and timeliness of work, and achieves results with little oversight

Communication: Presents information clearly, concisely and logically through verbal and written communication in a professional way. Comfortable with public speaking and providing product demonstrations using video technology.

Organizing: Utilizes CRM tools and time management techniques to maintain a high volume of outbound calls and emails while ensuring efficient follow up and activity tracking

Skills + Experience

• Bachelor’s degree and 5 years sales experience working in or selling to the Professional Association industry
• Strong proficiency in PowerPoint, and other associated computer programs
• Salesforce experience required
• Positive and energetic phone skills, active listening skills, strong writing, and presentation skills
• Ability to work collaboratively in a results-oriented sales team environment
• Successful lead follow-up and sales development skills
• Proficient in combatting objections to drive the conversation forward

This is a salaried, full-time, remote position with a salary range of $65-125k annually (base + commission). Please follow application instructions carefully and note that a cover letter is required along with your resume. 

We are focused on building a diverse and inclusive workforce. If you are excited about this role, but do not meet 100% of the qualifications listed above, we encourage you to apply.

We offer:

• Competitive compensation package
• Generous stipend toward premiums for medical, dental, and vision
• Learning and development stipends
• 401(k) Matching
• Monthly wellness subsidies
• Equity incentives
• Flexible PTO policy
• Time off for volunteering
• Emphasis on internal promotions
• Regular performance reviews
• Remote work culture

Ubiquity Retirement + Savings is an equal employment opportunity employer for all applicants and employees. We do not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender identity, national origin, ancestry, citizenship, age, physical or mental disability, legally protected medical condition, family care status, veteran status, marital status, domestic partner status, sexual orientation, or any other basis protected by applicable local, state, or federal laws.